Jeff Yass’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Jeff Yass’s Portfolio IMTB Stock Details IMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$377K	Sell	8,649 -21,576	-71%	-$942K	﹤0.01%	10551
2026 Q1	$1.32M	Buy	30,225 +6,754	+29%	+$299K	﹤0.01%	7186
2025 Q4	$1.04M	Buy	23,471 +142	+0.6%	+$6.29K	﹤0.01%	7107
2025 Q3	$1.03M	Sell	23,329 -23,788	-50%	-$1.04M	﹤0.01%	7295
2025 Q2	$2.06M	Sell	47,117 -11,832	-20%	-$509K	﹤0.01%	5717
2025 Q1	$2.56M	Buy	+58,949	New	+$2.52M	﹤0.01%	4992
2024 Q3	–	Sell	-6,776	Closed	-$289K	–	12463
2024 Q2	$289K	Sell	6,776 -40,454	-86%	-$1.71M	﹤0.01%	9533
2024 Q1	$2.03M	Buy	+47,230	New	+$2.02M	﹤0.01%	5311
2022 Q1	–	Sell	-6,161	Closed	-$310K	–	13463
2021 Q4	$310K	Buy	+6,161	New	+$313K	﹤0.01%	10420
2020 Q4	–	Sell	-13,067	Closed	-$684K	–	11350
2020 Q3	$684K	Sell	13,067 -10,056	-43%	-$527K	﹤0.01%	7008
2020 Q2	$1.21M	Buy	23,123 +13,421	+138%	+$694K	﹤0.01%	5485
2020 Q1	$497K	Buy	+9,702	New	+$495K	﹤0.01%	6944

Other funds holding IMTB

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's IMTB Position: Q2 2026 in Review

Jeff Yass reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 71% in Q2 2026, selling an estimated $942K and leaving 8,649 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #10551.

Jeff Yass first reported a position in IMTB in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.56M in Q1 2025. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Jeff Yass held 8,649 shares of iShares Core 5-10 Year USD Bond ETF worth $377K as of Q2 2026.
Jeff Yass sold 21,576 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $942K.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10551 holding.
Jeff Yass first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2020 and has held it in 12 quarters since.
Jeff Yass's iShares Core 5-10 Year USD Bond ETF position peaked at $2.56M in Q1 2025.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.